Jbglobal.Com LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated January 10, 2026, reports $121M in regulatory assets under management, 1 employee, and 185 accounts.
Assets Under Management
$121M
Employees
1
Offices
--
Total Clients
50
Primary office
NEW YORK, NY
41 EAST 11TH STREET, 11TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 84.0% of total clients.
Top client categories% of clientsClients
1
HNWI
84.0%
42
2
Individuals
16.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of January 10, 2026
Discretionary100.0%
$121M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$121M
Total Accounts185
10Y AUM Change+$59M (+95.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.